Nanomaterial market segment, industry competition


I. Overview of the development of new materials industry
 
1. Definition of new materials
 
Materials are the important material basis for human survival. The so-called new materials refer to newly emerged or developing materials with excellent properties and special functions not found in traditional materials. It is generally believed that some of the key materials that meet the needs of the development of high-tech industries are also within the scope of new materials. According to the material, the new materials can be divided into four categories: metal materials, inorganic non-metal materials, polymer materials and advanced composite materials; according to the application fields, they can be divided into electronic information materials, new energy materials, nano materials, composite materials, Eco-environment materials, biomedical materials, smart materials, high-performance structural materials, new functional materials, new chemical materials, new building materials, advanced ceramic materials, etc.
 
 Under the background of a new round of global technological revolution and industrial transformation, the importance of new materials in the world has risen to a new strategic level. To date, more than 20 countries have developed new industry development strategies related to new materials, and launched more than 100 special programs. Nearly one-third of the world's top 500 companies, such as Exxon Mobil and DuPont, are engaged in new material research and development. Advanced manufacturing, which is closely related to production or production, actively seizes the commanding heights of international competition in the field of new materials.
 
2. Development of nanomaterial market
 
Nanomaterials are an important member of the new family of materials, mainly used in electronics, magnetic materials, optics, energy, structural ceramics and thermal spray coatings. As a high-tech technology with the most potential for market application, nanomaterial technology and its applications have been confirmed by many facts and new applications of new nanomaterials. "Nano" is a unit of length. In 1974, Japan first applied this term to technology, but the name “nano” was used in the 1980s. As a material definition, it limits the material's characteristic scale to the range of 1 to 100 nanometers. In the early days of nanomaterial development, nanomaterials refer to nanoparticles and nanofilms and solids composed of them. Now, a generalized nanomaterial refers to a material that has at least one dimension in a three-dimensional space at a nanometer scale or composed of nanoscale units. According to the dimension, nanomaterials can be divided into four categories: zero-dimensional, which means that the spatial three-dimensional scale is on the nanometer scale, such as nanoscale particles; one dimension means that there are two dimensions in the space at the nanometer scale, such as nanowires, nanorods, Nanotubes, etc.; two-dimensional, refers to one dimension in the three-dimensional space at the nanometer scale, such as ultra-thin film, multi-layer thin, etc.; three-dimensional, refers to nano-block materials. Most of the nanomaterials are artificially prepared and belong to artificial materials.
 
Since the early 1990s, when nanotechnology was officially recognized by humans, nanomaterials and technologies have been used more and more widely. After entering the 21st century, the global nanomaterials market has ushered in a booming stage. At present, nanotechnology has attracted great attention from all over the world. It is widely regarded as one of the key cutting-edge technologies in the 21st century. Developed countries in Europe and the United States have developed a number of scientific research plans to promote the development of nanomaterials and technologies, and invested heavily in research and development. The field has achieved important results. For example, in the United States, the National Nano-Project was launched in 2000. As of 2011, the funding exceeded US$14 billion. In 2007 and 2014, the EU introduced the EU's Seventh R&D Framework and Horizon 2020, focusing on the development of nanotechnology and materials. , manufacturing technology, etc.; in 1996 and 2010, Japan established the strategy of science and technology and new growth strategies to promote the development of new materials industry and nanotechnology.
 
China also attaches great importance to the research and development and application of nanotechnology. China's nanotechnology research has started almost at the same time as abroad. Now, the North Nano Research and Development Center centered on Beijing and the South Nano Research and Development Center centered on Shanghai have been established. A large number of scientists and engineers from nearly 100 universities, research institutes and advanced enterprises in China are actively involved in the research and development of nanomaterials.
 
However, the level of technology in the field of nanomaterials in China is relatively backward. Although there are a large number of companies, there are more than 300 companies related to nanotechnology, but most of them are less than 100 people, mainly engaged in the preparation of lower-end nano-powders or primary products, with low added value; In the field of high-end nanomaterials with high added value of products, China has a long way to go from industrialization. Most of the enterprises are still in the laboratory research and development stage, and only a few enterprises have realized industrial production. At present, the large-scale nano-application products in China are mainly concentrated on nano-powder materials and related products. The industrialization scale of high-end fields such as nano-biomaterials, nano-electronic materials and devices, and nano-medical diagnostics is still small, mainly in the basic research or laboratory application research and development stage.
 
Second, the market segment
 
With the development of China's market economy, high-end metal powder is bound to usher in a larger space for development. Due to the high requirements of the chemical composition, oxygen content, particle size, fluidity, and looseness ratio of the high-end ultrafine metal powder materials, low-end products that are limited by production technology cannot enter these fields. The following is an overview of several major powder application industries:
 
1. Chip multilayer ceramic capacitor (MLCC) industry
 
Chip multilayer ceramic capacitor (MLCC) is a kind of ceramic capacitor. Ceramic capacitor is divided into single-layer ceramic capacitor (CCS) and multilayer ceramic capacitor (MLCC). Its capacitance value and product surface area, ceramic film stack layer In principle, due to the advancement of ceramic film stack technology, the higher the capacitance value, the market application of medium and low capacitance such as electrolytic capacitor and tantalum capacitor can be replaced, and MLCC can be directly bonded through SMT, and the production speed is faster than electrolytic capacitor and tantalum. With faster capacitance and 3C electronic products, the MLCC is easy to be chip-based and small in size, making it a mainstream product in the capacitor industry. According to the analysis of Paumanok, an internationally renowned passive component market research company, ceramic capacitors accounted for 45% of all capacitor market share in 2009. By 2011, MLCC has occupied more than 90% of the ceramic capacitor market share. At present, the industry is the company's main service industry. Since 2014, the demand for powder in this industry has exceeded 8,000 tons, and the output value is close to 7 billion yuan. The main demand is ultra-fine nickel powder and copper powder. The company's main nano metal powders include nano-nickel powder, nano-copper powder and nano-silver powder, which are the most widely used nano-materials.
 
The main application end of MLCC is the consumer electronics market, and its growth is being driven by the strong demand for intelligent portable devices, especially with the rapid growth of smartphones, tablets and automotive electronics. In 2013, the global capacitor market reached US$18 billion, of which China reached 77.35 billion yuan. It is expected to reach US$22.2 billion in 2019, of which China will be 110.16 billion yuan. As the most widely used and widely used category of capacitors, ceramic capacitors continue to expand as their technology continues to improve and their performance continues to increase. The global market share is expected to increase from around 49% in 2014 to 2019. About 51% of the year. The Chinese market rose to around 50% in 2014 to around 52% in 2019.
 
As the world's leading consumer electronics production base, China has become a global producer and consumer of ceramic capacitors, with production and sales ranking among the top in the world. From the market demand of MLCC products, it is mainly used in military products such as aerospace, aviation, ship, weapons, electronic countermeasures, system communication equipment, industrial control equipment, medical electronic equipment, automotive electronics, precision instrumentation, petroleum exploration. Industrial products such as equipment, rail transit, and consumer products such as notebook computers, digital cameras, mobile phones, audio and video recording equipment.
 
2, surface packaging industry
 
Surface assembly technology is currently the most popular technology and process in the electronics assembly industry, and is an important technology for electronic product packaging. Solder paste is a new type of solder material that comes with SMT. It is a paste mixture formed by mixing solder powder, flux and other surfactants and thixotropic agents. It is mainly used in the SMT industry. Welding of electronic components such as PCB, chip resistors, capacitors, and ICs. Solder paste is one of the important excipients in the electronic information industry. It is an electronic chemical product and belongs to the new material industry. It is a project encouraged by the national industrial policy. At present, the total output value of the electronic information industry in the world has reached 6-7 trillion US dollars, and the electronic information industry has become a pillar industry to promote the development of the world economy. Over the years, China's electronic information industry has grown at an average annual rate of more than 20%, and has become China's first pillar industry.
 
3, chip resistor industry
 
Chip resistors (CR) have the same market capacity as MLCCs, similar to MLCC, but their electrode materials are currently mainly made of Ag/Pd metal powder. Ag/Pd metal electrode materials occupy about 40% of the overall cost of wafer resistors, and the manufacturing cost is very high. Chip resistor manufacturers are also facing huge demands for cost reduction. In the past decade, the metallization of wafer resistor electrode materials has become the focus of research by researchers in various countries. In recent years, South Korea's Samsung, Japan's Kyocera, Taiwan's Qiankun and other large-scale electronic component manufacturers have shown that copper metal manganese is used. Alloy powder and copper-nickel alloy powder are ideal materials for replacing Ag/Pd precious metal powder with low resistance value, stable temperature coefficient of resistance and good corrosion resistance. It can be said that in the next 5-10 years, copper-manganese and copper-nickel alloy powder will be more than 5 billion yuan in market size.
 
Third, the industry competition pattern
 
The application of nanomaterials in China began in the mid-1990s and was developed on the basis of nanomaterials and technology research. Since the end of the 1980s, the Chinese government has attached great importance to the research of nanomaterials and technologies. The Ministry of Science and Technology, the National Natural Science Foundation of China, the Chinese Academy of Sciences, the Ministry of Education, and the economically developed provinces and cities have adopted climbing projects, 863 projects, major fund projects, and research projects. Supported by basic research and applied research of nanomaterials; after the mid-1990s, social entrepreneurs poured great interest in the development of nanomaterials and technologies. Some entrepreneurs focused on the scale production of nano-powder materials and nanotechnology. The penetration of the field has been invested, and the number of companies engaged in the production and development of nanomaterials has been increasing, and social capital investment has also increased.
 
Entering the 21st century, China's nano-materials industry has entered a stable and healthy development stage, especially the nano-powder materials industry, which has gradually formed a certain scale and formed a series of products. In the future, as the country continues to encourage the development of new materials industries including nanomaterials, the development environment of the industry will continue to improve, various regulations and standards will be introduced soon, and the external environment of the nano-industry practitioners will gradually become better and the competition will be more orderly. .
 
The existing competitive landscape of the nanomaterials industry is mainly reflected in the following characteristics:
 
1. Technology entry threshold is high
 
From the point of view of fixed assets investment, the nanomaterials industry does not have a high barrier to entry. The threshold is mainly reflected in intangible assets such as technology accumulation and personnel quality, which is also the reason for the large gap with foreign countries. In addition, due to the prevalence of technical difficulties and market concerns, companies have not invested a large amount of resources to establish a first-class international development and production platform, which restricts the development of silver powder and silver paste projects in China, and industrialization cannot be realized.
 
2. Low-end products have low industrial concentration
 
Due to the low barriers to entry in the nanomaterials industry, especially the low-end powders and slurries, there are many market entrants, but most of the production is very small, and the market has not yet formed a number of strong manufacturers, industrial concentration. Lower.
 
3. Foreign companies are in the first camp
 
The competition in the nano-metal materials market is quite different. At present, foreign companies are in the first camp and occupy the high-end market. Especially in the nano-silver market, several large foreign companies account for more than 90% of the global market share. Many well-known foreign manufacturers produce powders and slurries at the same time, such as Sumitomo Metals, Murata Manufacturing Co., Ltd., Tanaka Precious Metals, Fukuda Metals, Japan's Zhaorong Chemical, Toshiba Chemical, Deli Chemical, Nippon Steel, Tonghe Mining, and Rattan. Cang Chemical, Fuji Chemical Research, Kyoto ELEX, Nippon Chemical Co., Ltd., Nippon Co., Ltd., Ferro, Acheson, Dupont, Goldsmith, Metech, USA, and Esl, Johnson metthey, etc. from the United Kingdom.
 
4. Rapid development of domestic enterprises
 
Encouraged by the support of policies, domestic private enterprises have made considerable progress in recent years, filling the gap in the industrialization of nano metal materials in China. Nickel powder, copper powder and other products have been recognized by downstream customers at home and abroad, and their market share has been expanding. . With the continuous improvement of research and development capabilities of some domestic enterprises, the import substitution trend of the high-end market of nano-metal materials industry has gradually become obvious.
 
Source: Puhua has a policy

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